Perfect tool for integrating automated Word documents and PDFs into your workflow.
January 17, 2020

Perfect tool for integrating automated Word documents and PDFs into your workflow.

Paul Mayo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Formstack Documents (formerly WebMerge)

We used Formstack Documents firm-wide to automate a number of different often-used document packages, including business formations and several different types of contracts. It allowed us to streamline workflow and it made it much easier to eliminate human error in drafting.
  • PHP made it great for using logic trees to build out forms.
  • Built-in calculations and parsing are a great feature.
  • UX is a little bland.
  • Better functionality for electronic signature would be nice - like an option to preview/edit before sending.
  • Allowed adoption of a different business model that relied on streamlined workflow.
  • Reduced the need for proofreading and low-skill word processing.
Formstack Documents integrates well with all of these other products, making workflow very streamlined and easy to manage.
Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.

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Good for:
- Building out frequently-used forms.
- Decreasing human error and time spent on repetitive tasks.
- There's very little it can't do in terms of drafting complex documents with lots of options.

Not great for:
- Increasing billable hours.
- One-off projects.
- Using as a tool that everyone in the organization will need to understand (it can be a little complicated).